01
Set what the firm needs.
Define the questions, records, and evidence to gather.
Develop · Client Information Gathering
Collect the information each case needs.
Give clients one secure place to answer questions, speak, and upload supporting evidence.
Book a DemoInformation gathering
ReadyClient workspace active
Employment inquiry
Conversation12:18 by voice
Evidence4 files received
MissingConfirm final work date
Review gathered record
How it works
One link for the client. One visible record for the firm.
Mimos guides the conversation, keeps each response and upload together, and shows what still needs attention.
02
Share a secure client workspace.
Collect answers by chat or voice and accept supporting files.
03
Return an organized record.
Review the transcript, evidence, coverage, and remaining gaps.
Human review stays visible. Your team sets the scope, reviews the record, and handles sensitive decisions.
What your team gets
Finished work, ready to use.
Guided conversation
Gather detailed answers without another static form.
Voice and evidence
Let clients speak and upload supporting files.
Coverage and gaps
See what is complete and what still needs follow-up.
Works with
Secure client link · Chat · Voice · Documents · Mimos workspace
See it in your operation